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DTSTART:20210304T201500Z
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LOCATION:ZOOM Meeting - details will be provided to R.S.V.P. attendees
UID:2046620210304T201500ZSCEPC Member ZOOM CE Meeting: The Trustee's Tale: What Corporate Fiduciaries Wish Drafting Attorneys Would Consider and Discuss with Their Clients
DTSTAMP:20260430T171557Z
DESCRIPTION:\nThe Trustee’s Tale: What Corporate Fiduciaries Wish Drafting Attorneys Would Consider and Discuss with Their Clients.\n \nWealth transfer advisors focus on achieving their client’s goals and objectives while minimizing income and transfer taxes.  Emphasis is often on the initial planning and drafting of the client’s estate planning documents and not the ultimate implementation and administration of the client’s overall wealth plan.  Sometimes the best intended plan goes awry because of the failure to consider how the plan impacts existing credit, the ability to secure future lending, family dynamics, diversification and a panoply of other issues.  Our discussion will focus on issues professional fiduciaries wish advisors would consider in when advising clients and drafting their documents. \nKaren Sugihara \nKaren Sugihara joined Wells Fargo Private Bank in 2013 and is currently the Senior Regional Fiduciary Manager of the San Francisco, North Bay, East Bay and South Bay regions.  Karen leads a team of experienced fiduciary advisory professionals who help clients work toward their unique goals by providing trust and estate services as well as specialized wealth services including legacy planning, real estate asset management, philanthropic, and business advisory services.  Before assuming her current role, Karen was a Senior Wealth Planning Strategist in our Pasadena, California office, working closely with clients to develop customized wealth plans based on a thorough understanding of their personal values, wealth planning goals, and vision for their legacy. Prior to joining Wells Fargo, Ms. Sugihara worked with Anglin, Flewelling, Rasmussen, Campbell & Trytten in Pasadena and with Weinstock, Manion, Reisman, Shore & Neumann in Century City as an associate attorney. Karen had practiced law for 20 years.\n Juris Doctor, Pepperdine University School of Law Bachelor of Science, University of California Riverside  \nMember of the State Bar of California (not currently practicing) -Trusts and Estates Section member   \n \nAV Preeminent Martindale-Hubbell® Peer Review Rating   \n \n \nElena Toulios \nElena V. Toulios joined Wells Fargo Wealth Management in 2007 and is currently a Senior Vice President and Senior Estate Advisory Specialist for the California Region.  Elena focuses on high net worth estate and trust settlement for our clients.  As part of estate settlement services, Elena partners with internal Wealth Management team members and local professional in the tax & legal communities to efficiently administer complex trust and estates and provide customized service to clients in California.  Prior to joining Wells Fargo, Elena worked at a law firm focusing her practice in the areas of estate planning, probate and trust administration and tax. Elena also previously worked at Wells Fargo with the planning group focusing on financial and estate planning, probate and trust administration and tax.  Elena has been in the financial services industry for more than fifteen years. \n Master of Laws (LL.M.) in Taxation, University of Denver Graduate Juris Doctorate, University of Denver Bachelor of Arts, Newcomb College at Tulane University Member of the State Bar of California (not currently practicing) – Trust and Estates Section Affiliations Member of the State Bar of New York (not currently practicing) Member of the State Bar of Illinois (not currently practicing) \nBrett Mulberg \nBrett D. Mulberg joined Wells Fargo Wealth Management in 2017 and is currently a Vice President and Senior Estate Advisory Specialist for the California Region.  As part of Estate Services, Mr. Mulberg is responsible for the successful completion of the detailed and sometimes difficult day-to-day duties of estate administration and trust settlement.  He works closely with client and internal partners to ensure the proper completion of the estate settlement process.  Prior to joining Wells Fargo, Mr. Mulberg practiced law for twelve years at a law firm in the Bay Area, where he concentrated his practice on estate planning, trust and estate administration, litigation, real estate, taxation, and business matters. \n  \nMaster of Laws (LL.M.) Golden Gate University School of Law, 2013   \nJuris Doctor, University of the Pacific, McGeorge School of Law, 2005   \nBachelor of Science in Consumer Finance, University of Wisconsin - Madison, 2001   \nMember of the State Bar of California (not currently practicing)   \nMember, Marin County Bar Association (not currently practicing)  \nMichael Oehler \nMichael Oehler is a Senior Wealth Planning Strategist for the Central California region of Wells Fargo Private Bank.  Mr. Oehler works with clients to develop customized wealth plans and implement solutions based on a thorough understanding of their personal values, asset growth and wealth transfer goals, and vision for their legacy.  Prior to re-joining Wells Fargo in 2014, Mr. Oehler was a Personal Trust Relationship Manager and Regional Financial Planner at The Private Client Reserve of U.S. Bank in Sacramento, California, for 5 years, where he specialized in developing and expanding trust and investment management relationships and in providing wealth planning services.  Prior to U.S. Bank, Mr. Oehler was a Wealth Planner with Wells Fargo Private Bank for over 9 years supporting various offices throughout California, Nevada, Washington, Oregon and Utah.  Prior to Wells Fargo, Mr. Oehler practiced law specializing in estate planning.\n  \nMaster of Laws (LL.M.) in Taxation, University of Washington School of Law   \nJuris Doctor, University of Utah S.J. Quinney College of Law   \nBachelor of Arts, Brigham Young University, cum laude   \nMember, State Bar of California, not currently practicing   \nMember, Utah State Board, not currently practicing   \nMember, American Bar Association   \nBoard Member, Sacramento Estate Planning Council  \n  \n \n    \n  \n  \n   \n  \n \n \n \n \n \n \n
SUMMARY:SCEPC Member ZOOM CE Meeting: The Trustee's Tale: What Corporate Fiduciaries Wish Drafting Attorneys Would Consider and Discuss with Their Clients - Estate Planning Council of Stanislaus County 
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